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Member- Manager, Chief Executive Officer, Chief Compliance Officer · Montcalm TCR LLC

Holly Z. Ruxin

CRD 2335513 · Named on Form ADV at one SEC-registered adviser

At a glance

Montcalm TCR LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $238 million in regulatory assets, lists Holly Z. Ruxin on its Form ADV as Member- Manager, Chief Executive Officer, Chief Compliance Officer, a control person.

Firms and roles

  • Montcalm TCR LLCMember- Manager, Chief Executive Officer, Chief Compliance OfficerWealth manager · SAN Francisco, CA · $238M in regulatory assets

AtlasMembers

Holly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Holly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.